At Nurtured Wealth, making our clients happy is truly at the heart of everything we do. We ensure this by taking a ‘person first’ approach and building real, strong, long-term relationships.
We work hard to understand who you are, what you want to accomplish and how you feel about money because we believe it’s the only way we can give you the honest, realistic financial advice you need.
We’ll dive deep into your core financial concerns, helping you answer the big questions such as:
We all work hard for our money and, where possible, try to live without the constraints of a rigid budget. That’s why we take a ‘save first’ approach, establishing savings goals and working out what you need to do to reach them – then what’s left is yours to enjoy.
And, when your day-to-day finances are organized, we’ll look to the future.
Using our experience and knowhow, we’ll create a 100% customized and comprehensive financial plan that’s flexible enough to grow with you and your family.
Instead we’re selective about who we work with. We know that handling financial issues can be an extremely sensitive and intimate experience, so we strive to build trusting, honest, real relationships that will hopefully last a lifetime.
We do this by:
We have a team of experienced, trustworthy financial planners here at Nurtured Wealth. You can learn more about them below:
Jessica McCurdy, CFP™
Founder, Wealth Advisor
Emily Helman
Chief Operating Officer
Steven Vieira
Investment Service Executive
Bethany Wagemann, CFP™
Client Service Specialist
Jessica McCurdy ranked #113 in Northern California
"More than 75% of my practice is focused on advising women. One of the greatest and most rewarding challenges with this client group is advising and empowering women who are in a state of transition including divorce or the loss of their spouse. These are clients who, in many cases, are starting over and are faced with managing aspects of their lives that they've never been responsible for in the past, like finances..."
Jessica McCurdy has been a recipient of the Women's Choice Award since 2014.